Dort Financial Credit Union Employees Deferred Compensation Plan — Form 5500 plan (Dort Financial Credit Union)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dort Financial Credit Union Employees Deferred Compensation Plan is a benefit plan reported by Dort Financial Credit Union under EIN 38-1440283 and plan number 002. The latest loaded filing year is 2023. The filing reports 323 participants and $30,386,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dort Financial Credit Union
- EIN
- 38-1440283
- Plan number
- 002
- Plan type
- 2
- Location
- Grand Blanc, MI
- Latest filing year
- 2023
- Participants
- 323
- End-of-year plan assets
- $30,386,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 323 | H, C | 20240815131637NAL0007506739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,386,760
- Total liabilities (EOY)
- $2,702
- Net assets (EOY)
- $30,384,058
- Net assets (BOY)
- $27,275,584
Income & contributions
- Employer contributions
- $1,352,918
- Participant contributions
- $1,197,402
- Total contributions
- $2,637,348
- Total income / additions
- $6,987,448
Expenses & distributions
- Benefits paid
- $3,782,090
- Administrative expenses
- $96,884
- Total expenses
- $3,878,974
- Net increase / (decrease)
- $3,108,474
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $50,304 | $0 | 2023 |
| Alerus Investment Advisors, Inc. | NONE | $46,580 | not reported in the loaded dataset | 2023 |